Yoffe Investment Management, LLC New Holdings in Q4 2024

Yoffe Investment Management, LLC

  • $68.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Gsk PLC
13.7K
New
N/A
13.7K $462M
FLCA
Franklin Templeton ETF Tr

ETFs
22K
New
$36.34 - $39.37 $800K - $867K
22K $451M
BA
Boeing CO

Industrials
3.36K
New
$138.14 - $180.72 $464K - $606K
3.36K $447M
XOM
Exxon Mobil Corp

Energy
4.01K
New
$105.51 - $125.37 $423K - $502K
4.01K $431M
CVX
Chevron Corp

Energy
4.31K
New
$141.15 - $162.53 $608K - $700K
4.31K $430M
EEMA
Ishares Msci Emerging Markets

ETFs
10.6K
New
$71.65 - $82.07 $761K - $871K
10.6K $429M
GMF
Spdr Index Shs Fund Spdr S&P E

ETFs
6.25K
New
$115.56 - $130.43 $722K - $815K
6.25K $427M
PIN
Invesco India ETF Trust India
31.4K
New
N/A
31.4K $423M
MMM
3 M CO

Industrials
4.87K
New
$124.74 - $137.12 $608K - $668K
4.87K $420M
SCJ
Ishares Msci Japan Small Cap E

ETFs
10.9K
New
$72.38 - $78.98 $788K - $859K
10.9K $412M
FXI
Ishares Tr

ETFs
25.6K
New
$29.52 - $36.69 $755K - $938K
25.6K $400M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
24.7K
New
$37.86 - $39.07 $933K - $963K
24.7K $399M
SCHG
Schwab Strategic Tr Us Large C

ETFs
60.6K
New
$25.93 - $105.3 $1.57M - $6.38M
60.6K $385M
IP
International Paper CO

Consumer Cyclical
7.02K
New
$46.64 - $59.57 $327K - $418K
7.02K $378M
AMGN
Amgen Inc

Healthcare
2.1K
New
$258.78 - $328.31 $544K - $691K
2.1K $366M
AFK
Vaneck ETF Tr Africa Index ETF
42.7K
New
N/A
42.7K $362M
ESS
Essex Property Trust, Inc.

Real Estate
2.31K
New
N/A
2.31K $358M
EPP
Ishares Inc

ETFs
16.2K
New
$43.59 - $49.13 $708K - $798K
16.2K $358M
INTC
Intel Corp

Technology
24.9K
New
$19.07 - $26.23 $474K - $652K
24.9K $357M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
25.7K
New
$26.63 - $30.23 $685K - $778K
25.7K $352M
INDA
Ishares Msci India Index Fund

ETFs
14.3K
New
$52.64 - $58.16 $755K - $834K
14.3K $350M
VEA
Vanguard Ftse Developed Market

ETFs
13.7K
New
$47.57 - $52.44 $652K - $719K
13.7K $339M
FLIN
Franklin Templeton ETF Tr

ETFs
19.7K
New
$37.75 - $41.62 $743K - $819K
19.7K $332M
WRE
Washington Real Estate Investment Trust
27.7K
New
N/A
27.7K $331M
NKE
Nike, Inc.

Consumer Cyclical
6.25K
New
$73.36 - $89.13 $458K - $557K
6.25K $330M
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
43.7K
New
$19.42 - $19.79 $848K - $864K
43.7K $330M
PPL
Ppl Corp

Utilities
10.7K
New
$31.47 - $35.0 $336K - $374K
10.7K $328M
FLJP
Franklin Templeton ETF Tr

ETFs
23.3K
New
$28.25 - $30.5 $657K - $710K
23.3K $326M
DOW
Dow Inc.

Basic Materials
12.1K
New
$39.1 - $55.34 $472K - $668K
12.1K $326M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.5K
New
$209.89 - $233.24 $315K - $350K
1.5K $319M
CRM
Salesforce, Inc.

Technology
1.8K
New
$270.87 - $367.87 $489K - $664K
1.8K $313M
Ge Vernova Inc
921
New
N/A
921 $303M
FLLA
Franklin Templeton ETF Tr

ETFs
35.2K
New
$16.9 - $21.08 $594K - $741K
35.2K $300M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
11.8K
New
$54.29 - $59.49 $639K - $700K
11.8K $298M
PLD
Prologis, Inc.

Real Estate
2.8K
New
$101.4 - $126.96 $283K - $355K
2.8K $295M
EWJ
Ishares Msci Japan ETF

ETFs
9.5K
New
$66.18 - $71.84 $628K - $682K
9.5K $274M
FCNCA
First Citizens Bancshares Inc

Financial Services
128
New
$1818.92 - $2353.08 $233K - $301K
128 $270M
RTX
Raytheon Technologies Corp

Industrials
3.08K
New
$114.45 - $127.21 $353K - $392K
3.08K $269M
AAXJ
Ishares Msci All Country Asia

ETFs
8.12K
New
$72.15 - $82.16 $586K - $667K
8.12K $259M
MO
Altria Group, Inc.

Consumer Defensive
4.9K
New
$49.06 - $57.74 $240K - $283K
4.9K $256M
KIM
Kimco Realty Corp

Real Estate
16.2K
New
$22.75 - $25.78 $368K - $417K
16.2K $254M
BAC
Bank Of America Corp

Financial Services
5.57K
New
$39.22 - $47.77 $219K - $266K
5.57K $245M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
14.3K
New
$44.04 - $49.49 $628K - $705K
14.3K $243M
MCHI
Ishares Msci China ETF

ETFs
12.5K
New
$46.1 - $59.67 $576K - $746K
12.5K $241M
C
Citigroup Inc

Financial Services
3.33K
New
$61.31 - $72.5 $204K - $242K
3.33K $235M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
16.1K
New
$34.13 - $37.35 $551K - $603K
16.1K $233M
EFA
Ishares Tr Msci Eafe ETF

ETFs
7.29K
New
$75.1 - $82.99 $548K - $605K
7.29K $232M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
8.73K
New
$45.17 - $47.23 $394K - $412K
8.73K $229M
EFG
Msci Eafe Growth ETF

ETFs
5.59K
New
$96.83 - $106.88 $541K - $597K
5.59K $228M
Activity Summary
Buys All Purchases 121 New Holdings 121 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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